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LWM ADVISORY SERVICES, LLC
CRD 172009File 801-80096
APPROVED
Retail clients
Custody
Filing as of Apr 3, 2026
Feed vintage Aug 31, 2026
Regulatory AUM
$1.09B
Above cohort median (national)
Discretionary AUM
$810.4M
Non-discretionary $280.5M
Clients
1,111
1,987 accounts
Employees
10
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 30, 2014
- Principal office
- 1250 S. PINE ISLAND ROAD, SUITE 350, PLANTATION, FL, 33324
- Phone
- 954-474-7100
- Website
- HTTP://WWW.LWMFL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.09B
- Discretionary AUM
- $810.4M
- Non-discretionary AUM
- $280.5M
- Discretionary accounts
- 1,919
- Non-discretionary accounts
- 68
- Total accounts
- 1,987
- AUM per client
- $982K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $50.1M |
| Charitable organizations | Fewer than 5 | $4.0M |
| High net worth individuals | 188 | $502.4M |
| Pension and profit sharing plans | 106 | $301.4M |
| Individuals (other than high net worth individuals) | 801 | $233.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,166 | 1,111 | decreased by55 |
| Apr 1, 2026 | AUM | $837,849,209 | $1,090,915,835 | increased by$253,066,626 |
| Apr 1, 2026 | Accounts | 1,881 | 1,987 | increased by106 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 930 | 1,166 | increased by236 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $501,593,739 | $837,849,209 | increased by$336,255,470 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,548 | 1,881 | increased by333 |
| Apr 1, 2022 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2022 | Clients | 851 | 930 | increased by79 |
| Apr 1, 2022 | AUM | $404,829,120 | $501,593,739 | increased by$96,764,619 |
| Apr 1, 2022 | Accounts | 1,162 | 1,548 | increased by386 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LWM ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LWM ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.